Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CULLEN INVESTMENT GROUP LTD | Equities | 2751 | $442,775 | 3,953 | 0.00 | 0.00 | 291 | 7.95 | 03-31-2024 |
CENTRIC WEALTH MANAGEMENT | COM | 2752 | $433,833 | 3,951 | 0.00 | 0.16 | -294 | -6.93 | 12-31-2022 |
BROGAN FINANCIAL INC | COM | 2753 | $434,589 | 3,948 | 0.00 | 0.00 | 20 | 0.51 | 12-31-2023 |
SRS CAPITAL ADVISORS INC | COM | 2754 | $434,522 | 3,948 | 0.00 | 0.00 | 999 | 33.88 | 12-31-2023 |